Wealth By Design
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
22 Front St, Binghamton, New York, 13905...Phone Number
(607) 846-4590Website
www.wealthbydesigngroup.comRevenue
<$5 MillionIndustry
About Wealth By Design
Wealth By Design offers a range of financial planning services including estate planning, retirement accumulation and distribution planning, investment management, and business owner planning. The company aims to help clients achieve their financial goals with confidence and a focus on long-term wealth sustainability. Their personalized approach includes evaluations to determine the best planning strategies without any obligation. Wealth By Design serves individuals and families looking for comprehensive financial guidance and support.Explore more
Wealth By Design Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$10.3M
11-50
Private
-
1983
PK
Philippe KamdemResposable De La Division Juridique, Du Recouvrement Et Du ContrĂ´le Des Engagements
Wealth By Design Tech Stack
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Wealth By Design offers a range of financial planning services including estate planning, retirement accumulation and distribution planning, investment management, and business owner planning. The company aims to help clients achieve their financial goals with confidence and a focus on long-term wealth sustainability. Their personalized approach in... Read More
